Today's premium newsletter is a comprehensive analysis of how much money AI actually needs in the next three and a half years - $1.48tn in GPU sales, $1tn in AI compute demand, and $1.1tn in funding for Anthropic and OpenAI alone.
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Premium: How Much Money Does AI Need?
I’ve heard from people in the past that my articles are too long, and I wanted to start by saying that, for the most part, they’re going to stay long, because I feel like the only way for me to make m...